Przegląd projektu

Marketing agency conducted sales activities on multiple platforms simultaneously: LinkedIn outreach, cold email campaigns, Google ranking tracking, ClickUp project management and HubSpot deals. Data was scattered across 5+ tools, preventing quick decision making and follow-up reminders.

Wyzwanie

Sales team wasted hours daily switching between tools, lacked central revenue and project overview. Follow-up reminders got lost between emails.

Tool chaos

Data scattered across HubSpot, LinkedIn, ClickUp, Google Search Console, sales portals. No single source of truth.

No automatic reminders

Team forgot deal follow-ups. No alert system when to remind client.

Zero financial visibility

No overview of client budgets, payments and arrears. Accounting in Excel, manual settlements.

Sales activity tracking

Impossible to check how many leads LinkedIn generated vs other channels without digging through reports.

Nasze rozwiązanie

We built Mission Control - central dashboard aggregating data from all tools in real-time with automatic alerts and finances.

CRM and automation integrations

We connected HubSpot CRM (deals, reminders), LinkedIn Bot (outreach metrics), email automation and sales portals. All activities in one view.

SEO Analytics and ClickUp Projects

Added Google Search Console for tracking client SEO positions and ClickUp API for project management - status, deadlines, tasks.

Financial and settlement module

Client budget system, payment tracking, arrears, tax ID summaries. Automatic invoice generation and payment reminders.

Automation & alerts

Automatic deal follow-up reminders, project ending alerts, new LinkedIn lead notifications.

30 minutes + audit with our framework - you leave with a plan

Show us how you work today. We turn that into a process map, mark what can be automated, what can be connected via integrations, and where an AI agent fits. You leave with a document you can implement with us, with another team, or solo.

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Proces realizacji

Week 1

Discovery & Integrations

Workflow analysis, API integration mapping (HubSpot, ClickUp, GSC, LinkedIn), dashboard architecture design.

Week 2

Core Dashboard Development

Main module building: clients, finances, projects, automation. Integration implementation and data sync.

Week 3

Automation & Polish

Alert and reminder system, sales reports, exports, integration tests, deployment.

Czas realizacji

3 weeks

Zakres usługi

Web Development & Dashboard

Technologie

Next.js 14

TypeScript

HubSpot API

ClickUp API

Google Search Console API

Supabase

Galeria projektu

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Mission Control - advanced sales dashboard with integrations